The LPL Strategic and Tactical Asset Allocation Committee upgraded large growth and consumer discretionary, while downgrading small value and materials.
Author: egpwm-dev
LPL Research explores the latest round of tariff news and why the metals market is heating up.
LPL Research discusses the U.S. federal debt, yields, and Treasury Bills as the U.S. Treasury market enters a transition period in 2025.
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Tariff Transition
LPL Research discusses the U.S. economy’s expected 2% growth, robust corporate earnings, and the impact of tariffs and AI on the market.
LPL Research provides a recap of fourth quarter earnings season and examines the feasibility of double-digit earnings growth in 2025.
LPL Research explores the Treasury market’s response to recent economic data releases and central bank meetings.
LPL explores how Indian Prime Minister Modi’s recent election victory may impact the country’s economy and its status as a global investment destination.
LPL Research makes some mid-year sector allocation changes and upgrades industrials and consumer staples, while downgrading consumer discretionary and healthcare.
LPL Research explores how economic growth, corporate profits, and political events are shaping the stock market this summer.
LPL explores takeaways from an unseasonably strong May, the technical and seasonal setup for stocks into June, and highlights recent sector changes.
